Mount Yale Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,712 shares of TLT stock, worth $598,374. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,712
Previous 7,394 9.22%
Holding current value
$598,374
Previous $725,000 19.17%
% of portfolio
0.05%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$87.1 - $98.49 $59,402 - $67,170
-682 Reduced 9.22%
6,712 $586,000
Q3 2024

Oct 23, 2024
SELL
$89.91 - $101.33 $219,560 - $247,447
-2,442 Reduced 24.83%
7,394 $725,000
Q2 2024

Aug 13, 2024
BUY
$87.78 - $94.67 $43,099 - $46,482
491 Added 5.25%
9,836 $902,000
Q1 2024

May 15, 2024
SELL
$92.18 - $98.72 $215,148 - $230,412
-2,334 Reduced 19.98%
9,345 $884,000
Q4 2023

Feb 12, 2024
BUY
$82.77 - $100.51 $71,844 - $87,242
868 Added 8.03%
11,679 $1.15 Million
Q3 2023

Oct 11, 2023
BUY
$88.41 - $102.95 $955,800 - $1.11 Million
10,811 New
10,811 $958,000

Others Institutions Holding TLT

# of Institutions
1,405
Shares Held
432M
Call Options Held
162M
Put Options Held
161M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email